FDD vs WDIV

AFDD

BWDIV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,142FDD · WDIV $15,576

Lowest cost0.40%WDIV · $40 on $10k

Most income5.44%FDD · $544 on $10k

Smallest drop−8.6%WDIV · worst fall in 1Y

Held in common5.9%FDD and WDIV

FDD

WDIV

First Trust STOXX European Select Dividend Index Fund · $879MState Street SPDR S&P Global Dividend ETF · $281M

+30.5%3 years · per year$22,206 · $17,881+21.4%

+12.7%5 years · per year$18,142 · $15,576+9.3%

0.56%Expense ratio$56 · $40 on $10k · lower wins0.40%

5.44%12-mo yield$544 · $420 on $10k4.20%

−9.4%Worst dropSmaller wins−8.6%

16.4%VolatilityLower wins10.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDD · WDIV

6.3%LGEN.L2.0%

6.3%TEP.PA1.9%

2.3%ZURN.SW1.1%

2.5%ALV.DE1.0%

Held in common5.9%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AFDD	First Trust STOXX European Select Dividend Index FundRead Desk		0.56%	5.44%	−1.9%	+16.4%	+28.8%	+30.5%	+12.7%	−9.4%	$879M
2	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk		0.40%	4.20%	−2.1%	+13.5%	+19.7%	+21.4%	+9.3%	−8.6%	$281M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFDD	First Trust STOXX European Select Dividend Index FundRead Desk		0.56%	5.44%	−1.9%	+16.4%	+28.8%	+30.5%	+12.7%	−9.4%	$879M
2	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk		0.40%	4.20%	−2.1%	+13.5%	+19.7%	+21.4%	+9.3%	−8.6%	$281M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDD vs WDIV

FDD

First Trust STOXX European Select Dividend Index Fund

$18,142

WDIV

SPDR S&P Global Dividend

$15,576

MeasureFDDWDIV

Fee0.56%0.40%

Cost on $10k a year$56$40

Yield5.44%4.20%

5 years, per year+12.7%+9.3%

3 years, per year+30.5%+21.4%

Worst drop · 1Y−9.4%−8.6%

Volatility · 1Y16.4%10.6%

3–3measures won
level

5.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDD, WDIV

Today

5.9%most shared, FDD and WDIV

FDDWDIV

FDD—5.9%

WDIV5.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$488most kept, FDD

FDD$544 − $56 = $488

WDIV$420 − $40 = $380

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee